Treasury Management Advisor II

Huntington National BankCharlotte, NC
Hybrid

About The Position

The Treasury Management Advisor II is responsible for acquiring and developing new profitable and quality treasury management relationships, as well as retaining and deepening existing customer relationships. This role involves proactive engagement with internal partners and relationship managers to drive Treasury Management opportunities, cross-selling other bank products, and staying current on competitor offerings to suggest product improvements. The advisor is also responsible for maintaining and managing weekly and monthly sales results, ensuring timely data entry and accuracy, and assisting in outbound calling initiatives to offer new solutions and solidify Huntington as the customer's primary banking relationship. The position may also involve mentoring other Treasury Management colleagues and acting as a positive change agent as Huntington evolves its products and strategies.

Requirements

  • Three or more years banking experience with a focus on treasury management/cash management
  • Bachelor’s Degree or the equivalent experience of 4 or more years in banking and/or Treasury Management in lieu of degree

Nice To Haves

  • Exceptional Verbal and Written Communication Skills
  • Three or more years of Treasury Management Experience

Responsibilities

  • Sales Prospecting
  • Product pricing and structuring
  • Customer proposals
  • Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities
  • Cross sells other bank products, and stays current on competitor offerings to suggest product improvements
  • Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling
  • Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy
  • Assists in outbound calling initiatives offer new solutions to clients and ensure Huntington as our customer’s primary banking relationship
  • May mentor other Treasury Management colleagues
  • Responsible for being a positive change agent as Huntington evolves its products and strategies
  • Performs other duties as assigned
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